CRM & Operations Virtual Assistant

PhilippinesRemotemid

Virtual AssistantAdministration & Office Support

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Overview

About the RoleWe’re looking for a highly proactive, tech-savvy CRM & Operations Virtual Assistant tosupport a growing consulting business.This is not a traditional administrative VA role.

Technical Tools

Virtual AssistantAdministration & Office Support

About the Role
We’re looking for a highly proactive, tech-savvy CRM & Operations Virtual Assistant to
support a growing consulting business.
This is not a traditional administrative VA role. You’ll take ownership of the company’s HubSpot
CRM, databases, workflows, and operational processes, helping to keep everything
organised, efficient, and running smoothly.
The ideal candidate is someone who doesn’t simply wait for instructions. You’ll be expected to
identify opportunities to improve processes, suggest solutions, and use automation tools to
make the business more efficient.
The role will initially be 20 hours per week, with the potential to increase to full-time as the
business grows and your responsibilities expand.

Key Responsibilities
● Manage and maintain the HubSpot CRM, ensuring data is accurate, organised, and up
to date
● Manage and segment databases, contacts, prospects, and lead information
● Build and maintain prospect and call lists
● Monitor incoming enquiries and coordinate appropriate follow-ups
● Assist with administrative and operational tasks across the business
● Identify repetitive processes and recommend opportunities for automation
● Build and manage automations using Zapier
● Help develop and improve CRM workflows and processes
● Support the creation and maintenance of KPI tracking and reporting, including Google
Sheets dashboards
● Manage scheduling and calendar-related administration through Calendly
● Conduct occasional professional phone follow-ups where required
● Use AI tools such as ChatGPT and Claude to improve efficiency and streamline
processes
● Maintain organised documentation and information across OneNote, Google Drive and
Google Workspace
● Look for ways to improve systems, workflows, and day-to-day operations
● Potentially support LinkedIn outreach and management as the role develops

We’re looking for someone who is proactive, resourceful, and highly organised.
You should be comfortable taking ownership of tasks, investigating problems independently, and
suggesting ways to improve how things are done.

Essential:
● Strong experience using HubSpot CRM
● Hands-on experience with Zapier and workflow automation
● Excellent administrative and organisational skills
● Strong database management experience
● Comfortable working with Google Workspace and Google Drive
● Experience using Calendly or similar scheduling platforms
● Confident using AI tools such as ChatGPT and/or Claude
● Excellent written and verbal English
● Strong attention to detail
● Ability to work independently and manage priorities
● Professional and confident communication style

● Experience with LinkedIn outreach or LinkedIn Sales Navigator
● Experience managing KPI dashboards or reporting in Google Sheets
● Experience with phone-based prospect follow-up
● Experience working within a consulting, sales, or professional services environment
● Familiarity with Mac tools and OneNote
● Experience identifying and implementing business process improvements

Why Join Assist World?

100% REMOTE

$50 birthday bonus

$200 testimonial bonus

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